Ming-Chi Kuo: NVIDIA's investment in Groq drives a surge in demand for AI inference chips, with LPU shipment plans revised upwards to a maximum of 5 million units by 2027Crisis intensifies! Blackstone and other private credit giants face a redemption wave of 10 billion: only agreeing to pay out 70%The memory super cycle may be hard to sustain? Samsung predicts: DRAM shortage may end before 2028From India to Japan and then to Taiwan, Micron is building a new HBM base in AsiaIt is reported that Alibaba-W is about to launch an enterprise-level AI Agent applicationAnother drop of 19%? Goldman Sachs warns: If the oil price shock continues, the worst-case scenario for the S&P 500 could fall to 5,400 pointsInstitution: Taiwan Semiconductor's revenue is expected to be supported by both AI and non-AI demand, raising the company's target priceSilicon Valley enters "NVIDIA time"! Can the GTC conference once again lead the semiconductor sector to "take off"?Understanding the Market | XIAOMI-W rose over 5%, the new generation SU7 will officially launch on March 19Goldman Sachs sets the tone for US stocks: Profit expansion supports upward space, and the S&P 500 index is expected to reach 7600 points by the end of this yearThe hottest chip research institution! SemiAnalysis founder: The computing power bottleneck has shifted from CoWoS to EUV, with storage consuming 30% of capital expenditureCMB International: Maintains Li Auto target price at HKD 74, maintains "Neutral"From January to February, China's industrial added value above designated size increased by 6.3% year-on-year, with the electronic equipment manufacturing industry growing by 14.2%"Quadruple Witching Day" is coming! Will US stocks face record volatility?Understanding the Market | Gold Stocks Decline Again, CHIFENG GOLD Drops Nearly 6%, Spot Gold Once Fell Below $5,000It is reported that Meta plans to lay off 20% of its workforce: optimizing human resources structure with "AI replacement" to support massive capital expendituresUnderstanding the Market | Copper stocks lead the decline as tensions in the Middle East drive up oil prices, and the dollar strengthens due to safe-haven demand, negatively impacting copper pricesWith the closure of the Hormuz Strait, the world's largest aluminum plant can no longer hold onOil prices surged and then retreated! The "Halk Island Bombing" and the "Hormuz Navigation Signal" clash fiercelyNVIDIA GTC Conference Preview: Integrating Groq Technology to Launch a Major Offensive in Inference Chips, Samsung to Manufacture for the First Time, OpenAI May Become One of the First CustomersRising oil prices suppress expectations for a Federal Reserve rate cut, gold falls below the $5,000 markThe real war AI–Claude is just the underlying layer, Palantir is helping the U.S. military fightMorgan Stanley: It's not 2008 now, and "private credit" is not "subprime"A question that was hard to imagine a few weeks ago: Will the Federal Reserve's next step be "interest rate hikes"?CITIC Securities: Focus on the main line of computing power chain inflation, optimistic about NVIDIA GTC to strengthen confidence in the continuous growth of the AI industryZhitong Hong Kong Stock Early Knowledge | The full text of the "14th Five-Year Plan" outline has been released, and China-U.S. economic and trade consultations have begun in ParisReminder: Please pay close attention to the following (all times are in Beijing time)The real American version of "TSMC"? Musk claims Tesla's "AI chip super factory" will start in 7 daysWhy did gold drop after the Iran war? JP Morgan: In the early stages of market turmoil, gold is often sold off first, and then may quickly turn to riseBuckle up! The most significant US-China talks, the monetary policy decisions of the US, Japan, and Europe, the AI conference, and the earnings reports of tech giants are all happening this weekOil Crisis 2.0? This time, the problem may be fuel oilThe market is at a "breaking point"! Goldman Sachs reveals: This week, institutional selling and shorting of U.S. stocks reached "historic levels."ByteDance pauses the overseas release plan for Seedance 2.0, as AI video generation faces questions of copyright ownership againPowell "threatens" the Trump administration: If the investigation continues, he will remain a Federal Reserve Board member until January 2028Space X IPO, Musk wants to learn from "Teacher Ma"Industrial Securities: How Do High Oil Prices Affect U.S. Inflation and Federal Reserve Actions?AI "chasers" encounter obstacles: Zuckerberg delays new model, Musk reorganizes xAI "from scratch"Amazon deploys Cerebras chips, focusing on its "ultra-fast inference solutions"Suddenly retracting the "AI chip export license" draft, the Trump administration's regulation faces new uncertainties!US stocks "anomaly": ETF trading volume surgesMeta is reportedly planning to lay off 20%, and Zuckerberg once discussed AI efficiency: one person can match a whole team!AI drives performance to new highs, but Samsung is starting to worry: will the supply and demand for storage reverse by 2028?Crisis signs! The global market "pressure index" approaches the level of "tariff shock" in April last yearWall Street "Fully Turns"! Multiple Investment Banks Warn "Iran War Triggers Long-term Energy Crisis"Meta may lay off at least 20%A federal judge halts the subpoena investigation against Federal Reserve Chairman Jerome Powell, and the U.S. Department of Justice plans to appealAll "Magnificent Seven" stocks in the US market have entered a technical correction zone, with Microsoft down over 18% year-to-date